2013-02-14T15:02:10-06:00 2012-06-30 420714325 MCGLADREY LLP 8000 TOWERS CRESCENT DR STE 500 VIENNA VA 221826205 990 2011-07-01 590874493 ABILITIES INC OF FLORIDA ABIL 7275387370 2735 WHITNEY ROAD CLEARWATER FL 33760 DAVID HODGE 7275387370 2013-02-12 1 YONG ZHANG CPA P01249785 7033366400 2011 2016-03-07 17:11:31Z JANET SAMUELSON 2735 WHITNEY ROAD CLEARWATER FL 33760 8383605 0 X WWW.SERVICESOURCE.ORG X 1959 FL TO PROVIDE EMPLOYMENT, TRAINING AND OTHER SUPPORT SERVICES TO PEOPLE WITH DISABILITIES. 12 12 163 165 0 0 2405576 2703327 3991018 4888033 0 0 784818 792245 7181412 8383605 0 0 0 0 5681338 6375670 0 0 30068 1524695 1512971 7206033 7888641 -24621 494964 6570651 7116728 5619203 5903462 951448 1213266 X SEE SCHEDULE O 0 0 3682731 3844190 SEE SCHEDULE OVOCATIONAL REHABILITATION SERVICES IS A PUBLIC/PRIVATE PARTNERSHIP DESIGNED TO ASSIST INDIVIDUALS WITH DISABILITIES OBTAIN, MAINTAIN, AND RETAIN EMPLOYMENT. THE PROGRAM IS SPONSORED BY THE STATE OF FLORIDA DEPARTMENT OF EDUCATION, DIVISION OF VOCATIONAL REHABILITATION. THE PROGRAM PROVIDES COMPREHENSIVE CORE VOCATIONAL REHABILITATION SERVICES UTILIZING A TEAM APPROACH AND EMPHASIZING INDIVIDUAL INFORMED CHOICE. VRS CUSTOMER SERVICES MAY INCLUDE, FOR EXAMPLE:-INTAKE AND EVALUATION-ASSISTANCE IN THE ELIGIBILITY DETERMINATION PROCESS-VOCATIONAL GUIDANCE AND COUNSELING-DEVELOPMENT OF THE INDIVIDUALIZED PLAN FOR EMPLOYMENT-JOB PREPARATION, DEVELOPMENT AND PLACEMENT-ASSISTIVE TECHNOLOGY-VOCATIONAL AND ACADEMIC TRAINING-SUPPORTED EMPLOYMENT-FOLLOW-UP AND JOB RETENTION-POST EMPLOYMENT SERVICES 811449 609066 SEE SCHEDULE OEMPLOYMENT SERVICES & EVALUATION:THE VOCATIONAL EVALUATION AND EMPLOYMENT SERVICES PROGRAMS EXIST TO PROVIDE GUIDANCE AND SUPPORT TO INDIVIDUALS WITH DISABILITIES WHO DESIRE TO RETURN TO WORK. THE EVALUATION PROGRAM PROVIDES CAREER GUIDANCE THROUGH PARTICIPATION IN A SERIES OF INTEREST, APTITUDE, AND ACHIEVEMENT INVENTORIES AS WELL AS SIMULATED WORK ACTIVITIES. A VOCATIONAL PLAN IS CREATED BASED ON THE RESULTS OF THIS EVALUATION PROCESS. THE EMPLOYMENT PROGRAM ASSISTS WITH JOB DEVELOPMENT, RESUME CREATION, AND EMPLOYABILITY SKILLS TRAINING. AN EMPLOYMENT SPECIALIST WORKS WITH THE INDIVIDUALS AS AN ADVOCATE AND ASSISTS IN IDENTIFYING APPROPRIATE JOB OPPORTUNITIES IN THE COMMUNITY. 656439 SEE SCHEDULE OSSA-YOUTH TRANSITION DEMONSTRATION PROJECT: THIS IS DEMONSTRATION PROJECT FUNDED BY THE SOCIAL SECURITY ADMINISTRATION TO WORK WITH YOUTH EITHER RECEIVING OR AT RISK OF RECEIVING SOCIAL SECURITY BENEFITS. THE PROJECT FOCUSES ON: A. ENHANCING THE PRE-EMPLOYMENT PREPARATION FOR YOUTH, BOTH IN AND OUT OF SCHOOL, THROUGH A SELF-DETERMINATION AND CUSTOMIZED EMPLOYMENT PROCESS; B. DEVELOPING AND ENHANCING COLLABORATIONS THAT CAN FACILITATE THE TRANSITION PROCESS (E.G. EARLIER VOCATIONAL REHABILITATION SERVICES INVOLVEMENT); C. PROVIDING ACCURATE, USER-FRIENDLY INFORMATION AND GUIDANCE REGARDING BENEFITS AND ASSETS TO YOUTH, THEIR FAMILIES AND OTHERS WHO SUPPORT THEM. D. OFFERING MEANINGFUL REAL WORK EXPERIENCES TO YOUTH. THE TARGET POPULATION CONSISTS OF YOUTH WITH DISABILITIES BETWEEN THE AGES OF 16 TO 22 WHO RECEIVE SOCIAL SECURITY BENEFITS WITHIN MIAMI-DADE COUNTY. 1773490 434777 OTHER PROGRAMS 1773490 434777 6924109 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 3 0 1 163 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X GENE THOMAS 7276008929 2735 WHITNEY ROAD CLEARWATER FL 33760 MARILYNN BERSOFF 2.00 X X 0 0 0 GEORGE NEWSTROM 2.00 X X 0 0 0 MICHELLE S LEE 2.00 X X 0 0 0 JOSEPH J SOROTA JR 2.00 X 0 0 0 JULIAN BOOKER 2.00 X 0 0 0 WEYHER DAWSON 2.00 X 0 0 0 CHARLES HARLES 2.00 X 0 0 0 STEPHEN J TOTH 2.00 X 0 0 0 RHONDA S VANLOWE 2.00 X 0 0 0 JOHN R BRUGGEMAN 2.00 X 0 0 0 VERDIA L HAYWOOD 2.00 X 0 0 0 PATRICIA WOOLSEY 2.00 X 0 0 0 JANET SAMUELSON 4.00 X 36574 285093 33948 DAVID HODGE 6.00 X 41665 233171 10231 BRUCE PATTERSON 4.00 X 28415 221493 23205 MARK HALL 6.00 X 35422 198232 29782 LISA WARD 6.00 X 28886 161654 26387 THOMAS CHANG 3.00 X 14457 176276 15836 JEFF RING 3.00 X 10426 127116 768 LARRY CRABTREE 1.00 X 7214 183129 23235 LISA M LONG 4.00 X 15585 121491 9616 SCOTT KUEBLER 6.00 X 17906 100204 1597 DAVID HIGGINS 40.00 X 115616 0 28157 352166 1807859 202762 1 0 1 0 TONER TYPE INC 6202 BENJAMIN ROAD SUITE 113 TAMPA FL 33634 REFURBISHES TONER CARTRIDGES 496970 1 888000 1815327 2703327 GOVERNMENT CONTRACTS 900099 3844190 3844190 FEES FOR SERVICES 900099 609066 609066 MAIL ROOM 900099 222099 222099 CONTRACT CLOSEOUT 900099 212678 212678 4888033 MISCELLANEOUS 900099 792245 792245 792245 8383605 4888033 0 792245 254453 250000 4453 4625596 4322687 290372 12537 175733 175733 947659 902591 43278 1790 372229 336308 34801 1120 17900 3674 13782 444 626570 602853 22977 740 7021 6620 389 12 264688 208568 54371 1749 29804 22167 7399 238 190177 132608 55775 1794 169138 140994 27267 877 24337 4995 18739 603 94233 27348 64800 2085 41456 8767 31670 1019 TUITION REIMBURSEMENT 17247 10845 6202 200 TRAINING 10690 7114 3465 111 TEMP HELP 9972 2047 7678 247 JOB FAIR EXPENSE 6835 6835 2903 1355 1499 49 7888641 6924109 934464 30068 700 700 165231 321404 148000 138000 950285 873325 65632 105340 2408712 1729416 743240 679296 2851190 2618046 1646373 2380617 6570651 7116728 561853 792599 525739 292277 1250000 0 3281611 4818586 5619203 5903462 X 538382 756053 336937 381084 76129 76129 951448 1213266 6570651 7116728 X 494964 -233146 X X 0 1 1 X 1 1 X 2404813 2335162 2466617 2405576 2703327 12315495 4250756 3751799 3976147 3991018 4888033 20857753 6655569 6086961 6442764 6396594 7591360 33173248 0 0 0 33173248 95941 58347 16843 171131 95941 58347 16843 171131 140232 47615 353774 784818 792245 2118684 6891742 6192923 6813381 7181412 8383605 35463063 0.93540 0.94050 0.00480 0.00700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12963852 450186 537282 60000 709086 25026 13157208 11901687 500 1492691 409619 21407 12963852 11968559 446623 438048 75447 11901687 12797202 2700 -69434 687736 74173 11968559 0.99400 0.00600 0 1 1 44750 44750 2094281 1555203 539078 269681 174213 95468 679296 INVESTMENT IN FOUNDATION 2618046 F 2618046 DUE FROM RELATED PARTIES 2380617 2380617 INTERCOMPANY PAYABLE 4818586 4818586 8383605 7888641 494964 -233146 -233146 261818 10140986 1757381 1757381 8383605 0 8383605 10722352 2833711 2833711 7888641 0 7888641 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SERVICESOURCE, INC: INCOME FROM THE FUND IS USED TO PAY FOR THE DEFINED CONTRIBUTION RETIREMENT PLAN EXPENSES FOR DIRECT EMPLOYEES WHO ARE NOT OTHERWISE COVERED BY RETIREMENT PLANS, AND TO SUBSIDIZE THE WAGE DIFFERENTIAL BETWEEN COMMENSURATE WAGES (FROM PRODUCTIVITY MEASUREMENT) AND THE PREVAILING/MINIMUM WAGES, AND FOR THE BENEFIT OF EMPLOYEES WITH DISABILITIES. OPPORTUNITY CENTER, INC: OCI'S ENDOWMENT REPRESENTS BOARD DESIGNATED NET ASSETS, THE INCOME FROM WHICH IS EXPENDED TO SUPPORT OCI'S OPERATIONS. OCI'S INVESTMENT OBJECTIVE IS TO EARN A RESPECTABLE, LONG-TERM, RISK-ADJUSTED TOTAL RETURN TO SUPPORT THEIR LONG-TERM PROGRAMS. CERTAIN INVESTMENTS ARE SUBJECT TO THE DESIGNATION OF THE BOARD OF DIRECTORS REQUIRING THAT THE ENDOWED PRINCIPAL AND INVESTMENT INCOME BE INVESTED IN A SEPARATE INVESTMENT PORTFOLIO. OCI IS PRIMARILY INVESTED IN EQUITY SECURITIES AND MONEY MARKET FUNDS. INVESTMENT EARNINGS IN EXCESS OF BOARD-DETERMINED BENCHMARKS CAN BE UTILIZED FOR BOARD SPECIFIED OPERATING PURPOSES. THE BOARD HAS DESIGNATED NET ASSETS OF $60,000 TO BE USED ANNUALLY FOR OPERATIONS. ABILITIES REHABILITATION CENTER FOUNDATION(A RELATED ORGANIZATION): THE EARNINGS FROM THE ENDOWMENT (ABLE TRUST ENDOWMENT) ARE AVAILABLE IN SUPPORT OF PROGRAMS OF THE FOUNDATION. THE FOUNDATION APPROPRIATES THE EARNINGS FROM THESE ENDOWMENTS, AS NECESSARY, ON AN ANNUAL BASIS FOR THE PROGRAMS SPECIFIED BY THE ENDOWMENT. SERVICESOURCE FOUNDATION (A RELATED ORGANIZATION): BOARD-DESIGNATED NET ASSETS CONSIST OF A RESERVE OF $400,000, WHICH IS AN AMOUNT DESIGNATED BY THE FOUNDATION'S BOARD OF DIRECTORS FOR THE FUTURE FUNDING OF SERVICESOURCE'S CAPITAL CAMPAIGN. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: INTEREST IN FOUNDATION -233,146. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTEREST IN FOUNDATION -233,146. HFI REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 898,212. HFI SPACE COAST REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 57,710. HUD REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 1,034,605. PART XIII, LINE 2D - OTHER ADJUSTMENTS: HFI EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 1,373,393. HFI SPACE COAST EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 34,978. HUD EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 1,425,340. 0 0 0 0 0 0 0 0 0 JANET SAMUELSON 31449 245150 4537 35363 588 4580 0 0 3860 30088 40434 315181 0 0 DAVID HODGE 35926 201054 5306 29694 433 2423 0 0 1551 8680 43216 241851 0 0 BRUCE PATTERSON 24589 191670 3752 29248 74 575 0 0 2638 20567 31053 242060 0 0 MARK HALL 29666 166020 5609 31391 147 821 0 0 4515 25267 39937 223499 0 0 LISA WARD 25045 140157 3790 21210 51 287 0 0 4000 22387 32886 184041 0 0 THOMAS CHANG 12986 158336 1137 13863 334 4077 0 0 1200 14636 15657 190912 0 0 LARRY CRABTREE 6332 160751 824 20906 58 1472 0 0 881 22354 8095 205483 0 0 ORGANIZATION MISSION STATEMENT FORM 990, PART III, LINE 1 ABILITIES OF FLORIDA, INC. (DBA "SERVICESOURCE" OR "SERVICESOURCE FLORIDA REGIONAL OFFICE") IS A 501(C)(3) NOT-FOR-PROFIT CORPORATION BASED IN CLEARWATER, FLORIDA. ESTABLISHED IN 1959, THE SERVICESOURCE FLORIDA REGIONAL OFFICE OFFERS A VARIETY OF REHABILITATION AND EMPLOYMENT SERVICES FOR PEOPLE WITH DISABILITIES THROUGHOUT THE STATE OF FLORIDA. PROGRAMS INCLUDE VOCATIONAL EVALUATION AND TRAINING, BENEFITS PLANNING, HOUSING SUPPORTS, OPPORTUNITIES FOR SELF-EMPLOYMENT AND SPECIALIZED SUPPORTS FOR YOUTH AND VETERANS WITH DISABILITIES. IN FY 2012, THE SERVICESOURCE FLORIDA REGIONAL OFFICE SERVED A TOTAL OF 11,052 FLORIDIANS WITH DISABILITIES THROUGH VOCATIONAL REHABILITATION SERVICES, BENEFITS PLANNING, JOB EVALUATION AND PLACEMENT, YOUTH TRANSITION SERVICES, HOUSING AND OTHER SUPPORT SERVICES. OF THESE INDIVIDUALS SERVED, 520 INDIVIDUALS WITH DISABILITIES RECEIVED ASSISTANCE TO OBTAIN A JOB WITH ANOTHER PRIVATE-SECTOR EMPLOYER, AND 20 INDIVIDUALS WERE DIRECTLY EMPLOYED BY SERVICESOURCE. FORM 990, PART VI, SECTION B, LINE 11 AFTER THE EXTENSIVE INTERNAL REVIEW, THE RETURNS ARE MADE AVAILABLE TO THE MEMBERS OF THE AUDIT COMMITTEE AND BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS AND REQUEST FOR A FORMAL MEETING PRIOR TO FILING, IF DEEMED NECESSARY. THE FINAL 990 TAX RETURN IS POSTED TO THE ORGANIZATION'S WEBSITE FOR INTERNAL USE. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF SERVICESOURCE THAT ALL BUSINESS TRANSACTIONS, WHETHER WITHIN THE CORPORATION OR WITH CLIENTS, CUSTOMERS, OR VENDORS, MUST BE CONDUCTED WITH IMPARTIALITY AND INTEGRITY. CORPORATION EMPLOYEES, OFFICERS, AND AGENTS SHOULD AVOID BUSINESS OR PERSONAL RELATIONSHIPS THAT MAY COMPROMISE THEIR INTEGRITY AND OBJECTIVITY. SERVICESOURCE ENGAGED MERCER CONSULTING IN 2008 TO DO A STUDY AND PROVIDE RECOMMENDATION ON THE EXECUTIVE PAY. THE STUDY TOOK ABOUT 6 MONTHS, AND IT INVOLVED IN THE COMPREHENSIVE COMPARISON OF RESPONSIBILITIES OF THE POSITION WITH SIMILAR POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS, AND GOVERNMENT AGENCIES. ALSO IT TOOK INTO ACCOUNT OF THE GEOGRAPHIC DISPARITIES DUE OUR DISPERSED OPERATIONS. AS RESULT OF THE STUDY, SEVERAL VICE PRESIDENT LEVEL POSITIONS WERE CREATED, AND THERE WERE SOME SALARY ADJUSTMENTS MADE. SERVICESOURCE CONDUCTED AN EXECUTIVE PAY SURVEY THROUGH AN OUTSIDE CONSULTANT IN APRIL 2012 AND CONSISTENTLY WILL CONDUCT THE SALARY STUDY EVERY TWO YEARS WITH THE NEXT STUDY DUE IN FEBRUARY 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, ORGANIZATIONAL DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: INTEREST IN FOUNDATION -233,146. TOTAL TO FORM 990, PART XI, LINE 5: -233,146. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII ABF SS ES HFI SSES OCI CFS JANET SAMUELSON 4 26 2 2 2 2 2 DAVID HODGE 6 16 6 2 2 6 2 MARK HALL 6 16 8 2 4 4 1 BRUCE PATTERSON 4 18 6 2 2 4 4 LISA WARD 6 16 6 2 2 6 2 THOMAS CHANG 3 24 4 1 2 4 2 LARRY CRABTREE 1 16 6 1 10 6 0 JEFF RING 3 20 6 1 6 4 0 LISA LONG 4 16 6 2 4 6 2 SCOTT KEUBLER 6 8 8 2 8 4 4 OVERVIEW FORM 990, PART III: ABILITIES OF FLORIDA, INC. (DBA "SERVICESOURCE" OR "SERVICESOURCE FLORIDA REGIONAL OFFICE") IS A 501(C) (3) NOT-FOR-PROFIT CORPORATION BASED IN CLEARWATER, FLORIDA. ESTABLISHED IN 1959, THE SERVICESOURCE FLORIDA REGIONAL OFFICE OFFERS A VARIETY OF REHABILITATION AND EMPLOYMENT SERVICES FOR PEOPLE WITH DISABILITIES THROUGHOUT THE STATE OF FLORIDA. PROGRAMS INCLUDE VOCATIONAL EVALUATION AND TRAINING, BENEFITS PLANNING, HOUSING SUPPORTS, OPPORTUNITIES FOR SELF-EMPLOYMENT AND SPECIALIZED SUPPORTS FOR YOUTH AND VETERANS WITH DISABILITIES. IN FY 2012, THE SERVICESOURCE FLORIDA REGIONAL OFFICE SERVED A TOTAL OF 11,052 FLORIDIANS WITH DISABILITIES THROUGH VOCATIONAL REHABILITATION SERVICES, BENEFITS PLANNING, JOB EVALUATION AND PLACEMENT, YOUTH TRANSITION SERVICES, HOUSING AND OTHER SUPPORT SERVICES. OF THESE INDIVIDUALS SERVED, 520 INDIVIDUALS WITH DISABILITIES RECEIVED ASSISTANCE TO OBTAIN A JOB WITH ANOTHER PRIVATE-SECTOR EMPLOYER, AND 20 INDIVIDUALS WERE DIRECTLY EMPLOYED BY SERVICESOURCE. REHABILITATION AND EMPLOYMENT SERVICES: THE SERVICESOURCE FLORIDA REGIONAL OFFICE PARTNERS WITH THE STATE OF FLORIDA DIVISION OF VOCATIONAL REHABILITATION (VR) TO ASSIST FLORIDIANS WITH DISABILITIES TO ACHIEVE EMPLOYMENT AND INDEPENDENCE. NATIONALLY, THE SERVICESOURCE FLORIDA REGIONAL OFFICE IS THE ONLY PRIVATE PROVIDER OF STATE VR CORE SERVICES INCLUDING RECRUITMENT, INTAKE, COUNSELING, GUIDANCE, CASE MANAGEMENT, EMPLOYER SERVICES OUTREACH AND JOB DEVELOPMENT. SERVICESOURCE ADDED TWO ADDITIONAL WORKFORCE REGIONS IN FY 2012. SERVICESOURCE'S VR PROGRAMS NOW COVER A TOTAL OF SIX WORKFORCE REGIONS IN FLORIDA, SERVING MORE THAN 5,700 INDIVIDUALS WITH DISABILITIES IN 15 COUNTIES. IN ADDITION TO VR SERVICES, SERVICESOURCE PROVIDES VOCATIONAL EVALUATION, COMMUNITY ASSESSMENT, JOB PLACEMENT AND ASSISTANCE WITH SELF EMPLOYMENT THROUGH ITS PARTNERSHIPS WITH THE STATE DIVISIONS OF VOCATIONAL REHABILITATION AND BLIND SERVICES. THE SERVICESOURCE FLORIDA REGIONAL OFFICE ALSO PROVIDES SUPPORTED AND AFFIRMATIVE EMPLOYMENT THROUGH CONTRACTS UNDER THE FEDERAL ABILITYONE PROGRAM AND OTHER GOVERNMENT OR COMMERCIAL CONTRACTS. IN FY 2012, THE SERVICESOURCE FLORIDA REGIONAL OFFICE STARTED WORK ON A NEW ABILITYONE CONTRACT FOR CONTRACT MANAGEMENT SUPPORT SERVICES (CMSS), WHERE FOUR WOUNDED VETERANS WORK TO DE-OBLIGATE CONTRACTED FUNDS FOR THE US DEPARTMENT OF DEFENSE. OTHER CONTRACT SERVICE AREAS INCLUDE ADMINISTRATIVE SERVICES, MAIL MANAGEMENT, DOCUMENT MANAGEMENT AND DATA CORRECTION. YOUTH TRANSITION SERVICES: IN FY 2012, THE SERVICESOURCE FLORIDA REGIONAL OFFICE SERVED MORE THAN 270 YOUTH WITH DISABILITIES, 60 OF WHOM WERE PLACED WITH PRIVATE-SECTOR EMPLOYERS. IN FY 2012, SERVICESOURCE RECEIVED AN ADDITIONAL GRANT FROM THE FLORIDA DEPARTMENT OF EDUCATION TO PROVIDE VOCATIONAL AND COMMUNITY-BASED CASE MANAGEMENT SPECIFICALLY TO YOUTHS WITH DISABILITIES IN THE TAMPA BAY AREA. THE PROGRAM, CALLED SUCCESSFUL TRANSITIONS, WILL SERVE MORE THAN 450 YOUTHS WITH DISABILITIES AND PLACE MORE THAN 170 IN JOBS WITH PRIVATE-SECTOR EMPLOYERS. WOUNDED WARRIOR TRANSITION SERVICES: IN FY 2012, THE SERVICESOURCE FLORIDA REGIONAL OFFICE RECEIVED EXEMPLARY RECOGNITION FROM THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) FOR EFFORTS TO RECOGNIZE AND ADDRESS THE UNIQUE NEEDS OF RETURNING VETERANS WITH DISABILITIES. IN FY 2012, SERVICESOURCE'S WARRIOR BRIDGE PROGRAM SERVED NEARLY 200 VETERANS WITH DISABILITIES THROUGH A VARIETY OF SERVICES INCLUDING JOB PLACEMENT, TEMPORARY FINANCIAL ASSISTANCE TO REMOVE BARRIERS TO EMPLOYMENT, HOMELESSNESS PREVENTION AND HOUSING STABILIZATION, FAMILY SUPPORT, TRANSPORTATION SUPPORT, AND LINKAGES TO SUPPORT SERVICES. THE SERVICESOURCE FLORIDA REGIONAL OFFICE DIRECTLY HIRED FOUR VETERANS WITH DISABILITIES IN FY 2012, AND HELPED MORE THAN 20 SECURE EMPLOYMENT WITH OTHER PRIVATE-SECTOR EMPLOYERS. THE SERVICESOURCE FLORIDA REGIONAL OFFICE IS ONE OF FIVE NOT-FOR-PROFIT 501(C)(3) ORGANIZATIONS GOVERNED BY A COMMON MEMBER VOLUNTEER BOARD OF DIRECTORS. THE FIVE REGIONAL OFFICES REMAIN SEPARATE LEGAL ENTITIES BUT ARE COMMONLY BRANDED AS "SERVICESOURCE." GENERAL CORPORATE AND OVERHEAD EXPENSES AND SALARIES ARE SPREAD ACROSS ALL REGIONAL OFFICES ACCORDING TO APPROPRIATE ALLOCATION METHODOLOGY AND BASED ON THE PERCENTAGE OF SUPPORT TO THE SPECIFIC REGIONAL OFFICE. THIS STRUCTURE ALLOWS FOR MAINTENANCE OF MUCH LOWER CORPORATE OVERHEAD RATE AS A PERCENTAGE OF REVENUE TO ENSURE THAT ADEQUATE FUNDS ARE DIRECTED SPECIFICALLY TO PROGRAM OPERATIONS. IN ADDITION TO THE FLORIDA REGIONAL OFFICE, OTHER OFFICES INCLUDE THE VIRGINIA REGIONAL OFFICE FOR REHABILITATION AND EMPLOYMENT SERVICES IN ALEXANDRIA, VIRGINIA; THE VIRGINIA REGIONAL OFFICE FOR HABILITATION SERVICES IN SPRINGFIELD, VIRGINIA; THE NORTH CAROLINA REGIONAL OFFICE IN FAYETTEVILLE, NORTH CAROLINA; AND THE DELAWARE REGIONAL OFFICE IN WILMINGTON, DELAWARE. WITH OPERATIONS IN NINE STATES AND THE DISTRICT OF COLUMBIA, SERVICESOURCE COLLECTIVELY EMPLOYED MORE THAN 1,500 PEOPLE WITH DISABILITIES AND PROVIDED EMPLOYMENT AND OTHER SUPPORT SERVICES TO MORE THAN 14,000 INDIVIDUALS IN FY 2012. ALL FIVE REGIONAL OFFICES SHARE A MISSION OF PROVIDING EXCEPTIONAL SERVICES TO INDIVIDUALS WITH DISABILITIES THROUGH INNOVATIVE AND VALUED EMPLOYMENT, TRAINING, HABILITATION, HOUSING AND SUPPORT SERVICES. HOMES FOR INDEPENDENCE IS A SUBSIDIARY CORPORATION OF THE SERVICESOURCE FLORIDA REGIONAL OFFICE THAT PROVIDES AFFORDABLE, ACCESSIBLE AND SAFE HOUSING FOR PEOPLE WITH DISABILITIES AND THOSE WHO ARE ECONOMICALLY DISADVANTAGED. SERVICESOURCE'S EXTENSIVE HOUSING PROGRAM INCLUDES HOME OWNERSHIP FOR LOW TO MODERATE-INCOME INDIVIDUALS, AFFORDABLE RENTALS, LOW INTEREST HOME IMPROVEMENT LOANS AND ENERGY EFFICIENCY UPGRADES. SERVICESOURCE'S HOUSING PROGRAMS IN FLORIDA SERVED MORE THAN 600 INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN FY 2012. HOMES FOR INDEPENDENCE IS A SUBSIDIARY CORPORATION OF THE SERVICESOURCE FLORIDA REGIONAL OFFICE THAT PROVIDES AFFORDABLE, ACCESSIBLE AND SAFE HOUSING FOR PEOPLE WITH DISABILITIES AND THOSE WHO ARE ECONOMICALLY DISADVANTAGED. SERVICESOURCE'S EXTENSIVE HOUSING PROGRAM INCLUDES HOME OWNERSHIP FOR LOW TO MODERATE-INCOME INDIVIDUALS, AFFORDABLE RENTALS, LOW INTEREST HOME IMPROVEMENT LOANS AND ENERGY EFFICIENCY UPGRADES. SERVICESOURCE'S HOUSING PROGRAMS IN FLORIDA SERVED MORE THAN 600 INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN FY 2012. COMPENSATION METHODOLOGY FORM 990, PART VII AND SCHEDULE J ABF DOES NOT COMPENSATE ANYONE SHOWN IN PART VII OF THE FORM 990 OR SCHEDULE J, PART II. THE COMPENSATION SHOWN IN THESE SECTIONS IS PAID BY THE SERVICESOURCE, INC, THE ORGANIZATION'S RELATED ORGANIZATION. ABF RELIES ON THE COMPENSATION DETERMINATION METHODOLOGY OF THE SERVICESOURCE, INC. THE FOLLOWING IS THE COMPENSATION METHODOLOGY USED BY SERVICESOURCE, INC: SERVICESOURCE ENGAGED MERCER CONSULTING IN 2008 TO DO A STUDY AND PROVIDE RECOMMENDATION ON THE EXECUTIVE PAY. THE STUDY TOOK ABOUT 6 MONTHS, AND IT INVOLVED IN THE COMPREHENSIVE COMPARISON OF RESPONSIBILITIES OF THE POSITION WITH SIMILAR POSITIONS IN OTHER NON-PROFIT ORGANIZATIONS, AND GOVERNMENT AGENCIES. ALSO IT TOOK INTO ACCOUNT OF THE GEOGRAPHIC DISPARITIES DUE OUR DISPERSED OPERATIONS. AS RESULT OF THE STUDY, SEVERAL VICE PRESIDENT LEVEL POSITIONS WERE CREATED, AND THERE WERE SOME SALARY ADJUSTMENTS MADE. SERVICESOURCE CONDUCTED AN EXECUTIVE PAY SURVEY THROUGH AN OUTSIDE CONSULTANT IN APRIL 2012 AND CONSISTENTLY WILL CONDUCT THE SALARY STUDY EVERY TWO YEARS WITH THE NEXT STUDY DUE IN FEBRUARY 2014. ABILITIES AT BARTONS LANDING INC 2735 WHITNEY ROAD CLEARWATER FL 33760 510614539 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES NC 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT BRIARCLIFF INC 2735 WHITNEY ROAD CLEARWATER FL 33760 341979530 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES NC 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT CASABLANCA INC 2735 WHITNEY ROAD CLEARWATER FL 33760 593555080 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT COLLEGE PINES INC 2735 WHITNEY ROAD CLEARWATER FL 33760 223849262 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT CRESTVIEW II INC 2735 WHITNEY ROAD CLEARWATER FL 33760 454134490 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT CRESTVIEW INC 2735 WHITNEY ROAD CLEARWATER FL 33760 311765941 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT CUMBERLAND TOWERS INC 2735 WHITNEY ROAD CLEARWATER FL 33760 261686054 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES NC 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT EAGLES NEST-LAKE BENTLEY 2735 WHITNEY ROAD CLEARWATER FL 33760 510530353 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT ENGLISH PARK(EAGLES NEST) 2735 WHITNEY ROAD CLEARWATER FL 33760 510530355 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT FOUNTAIN SQUARE INC 2735 WHITNEY ROAD CLEARWATER FL 33760 593317443 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT MORNINGSIDE II INC 2735 WHITNEY ROAD CLEARWATER FL 22312 273201131 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT MORNINGSIDE INC 2735 WHITNEY ROAD CLEARWATER FL 33760 593317445 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT PARKLANE INC 2735 WHITNEY ROAD CLEARWATER FL 33760 593617978 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT SAN JAUN II INC 2735 WHITNEY ROAD CLEARWATER FL 33760 510491999 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT SAN JAUN INC 2735 WHITNEY ROAD CLEARWATER FL 33760 550807511 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT ST ANDREWS COVE INC 2735 WHITNEY ROAD CLEARWATER FL 33760 223849222 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT WINDJAMMER I & II INC 2735 WHITNEY ROAD CLEARWATER FL 33760 593352353 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT WINDOVER INC 2735 WHITNEY ROAD CLEARWATER FL 33760 593555082 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES AT WOODSIDE INC 2735 WHITNEY ROAD CLEARWATER FL 33760 593352350 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 ABILITIES REHABILITATION CENTER FOUNDATION 2735 WHITNEY ROAD CLEARWATER FL 33760 592293228 TO SERVE THOSE WITH DISABILITIES FL 501(C)(3) LINE 11D, III-O N/A 0 CENTRAL FAIRFAX SERVICES FOUNDATION INC 6860 COMMERCIAL DRIVE SPRINGFIELD VA 22151 273235569 TO SERVE THOSE WITH DISABILITIES VA 501(C)(3) LINE 11A, I CENTRAL FAIRFAX SERVICES INC 0 CENTRAL FAIRFAX SERVICES INC 6860 COMMERCIAL DRIVE SPRINGFIELD VA 22151 540855731 TO SERVE THOSE WITH DISABILITIES VA 501(C)(3) LINE 2 SERVICESOURCE INC 0 COMMUNITY THRIFT INC 6295 EDSALL ROAD STE 175 ALEXANDRIA VA 22312 541957154 TO SERVE THOSE WITH DISABILITIES VA 501(C)(3) LINE 9 SERVICESOURCE INC 0 EMPLOYMENT SOURCE INC 600 AMES STREET FAYETTEVILLE NC 28301 562253814 PROVIDE EMPLOYMENT, TRAINING & OTHER SERVICES TO PERSONS WITH DISABILITIES NC 501(C)(3) LINE 9 SERVICESOURCE INC 0 HOMES FOR INDEPENDENCE PROPERTIES INC 2735 WHITNEY ROAD CLEARWATER FL 33760 262775108 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 HOMES FOR INDEPENDENCE SPACE COAST INC 2735 WHITNEY ROAD CLEARWATER FL 33760 262799386 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 HOMES FOR INDEPENDENCE INC 2735 WHITNEY ROAD CLEARWATER FL 33760 593342379 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 7 SERVICESOURCE INC 0 HOMES FOR INDEPENDENCE INC (DELAWARE) 2735 WHITNEY ROAD CLEARWATER FL 33760 274867827 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 HOMES FOR INDEPENDENCE INC (NC) 2735 WHITNEY ROAD CLEARWATER FL 33760 262833829 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES NC 501(C)(3) LINE 9 SERVICESOURCE INC 0 HOMES FOR INDEPENDENCE INC (VIRGINIA) 2735 WHITNEY ROAD CLEARWATER FL 33760 274868301 TO PROVIDE LOW INCOME HOUSING FOR THOSE WITH DISABILITIES FL 501(C)(3) LINE 9 SERVICESOURCE INC 0 OPPORTUNITY CENTER INC 3030 BOWERS STREET WILMINGTON DE 19802 510079778 TO SERVE THOSE WITH DISABILITIES DE 501(C)(3) LINE 9 SERVICESOURCE INC 0 OPPORTUNITY SOCIETY FOUNDATION 3030 BOWERS STREET WILMINGTON DE 19802 202588808 TO SERVE THOSE WITH DISABILITIES DE 501(C)(3) LINE 7 SERVICESOURCE INC 0 SERVICESOURCE EMPLOYMENT SERVICES INC 6295 EDSALL ROAD STE 175 ALEXANDRIA VA 22312 562226062 TO SERVE THOSE WITH DISABILITIES NC 501(C)(3) LINE 9 SERVICESOURCE INC 0 SERVICESOURCE FOUNDATION INC 6295 EDSALL ROAD STE 175 ALEXANDRIA VA 22312 201438270 TO SERVE THOSE WITH DISABILITIES VA 501(C)(3) LINE 9 SERVICESOURCE INC 0 SERVICESOURCE INC 6295 EDSALL ROAD STE 175 ALEXANDRIA VA 22312 540901256 TO SERVE THOSE WITH DISABILITIES VA 501(C)(3) LINE 9 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ABILITIES REHABILITATION CENTER FOUNDATION C 138000 CASH SERVICE SOURCE INC C 750000 CASH PART II THE SERVICESOURCE FLORIDA REGIONAL OFFICE IS ONE OF FIVE NOT-FOR-PROFIT 501(C)(3) ORGANIZATIONS GOVERNED BY A COMMON MEMBER VOLUNTEER BOARD OF DIRECTORS. THE FIVE REGIONAL OFFICES REMAIN SEPARATE LEGAL ENTITIES BUT ARE COMMONLY BRANDED AS "SERVICESOURCE." GENERAL CORPORATE AND OVERHEAD EXPENSES AND SALARIES ARE SPREAD ACROSS ALL REGIONAL OFFICES ACCORDING TO APPROPRIATE ALLOCATION METHODOLOGY AND BASED ON THE PERCENTAGE OF SUPPORT TO THE SPECIFIC REGIONAL OFFICE. THIS STRUCTURE ALLOWS FOR MAINTENANCE OF MUCH LOWER CORPORATE OVERHEAD RATE AS A PERCENTAGE OF REVENUE TO ENSURE THAT ADEQUATE FUNDS ARE DIRECTED SPECIFICALLY TO PROGRAM OPERATIONS. IN ADDITION TO THE FLORIDA REGIONAL OFFICE, OTHER OFFICES INCLUDE THE VIRGINIA REGIONAL OFFICE FOR REHABILITATION AND EMPLOYMENT SERVICES IN ALEXANDRIA, VIRGINIA; THE VIRGINIA REGIONAL OFFICE FOR HABILITATION SERVICES IN SPRINGFIELD, VIRGINIA; THE NORTH CAROLINA REGIONAL OFFICE IN FAYETTEVILLE, NORTH CAROLINA; AND THE DELAWARE REGIONAL OFFICE IN WILMINGTON, DELAWARE. WITH OPERATIONS IN NINE STATES AND THE DISTRICT OF COLUMBIA, SERVICESOURCE COLLECTIVELY EMPLOYED MORE THAN 1,500 PEOPLE WITH DISABILITIES AND PROVIDED EMPLOYMENT AND OTHER SUPPORT SERVICES TO MORE THAN 14,000 INDIVIDUALS IN FY 2012. ALL FIVE REGIONAL OFFICES SHARE A MISSION OF PROVIDING EXCEPTIONAL SERVICES TO INDIVIDUALS WITH DISABILITIES THROUGH INNOVATIVE AND VALUED EMPLOYMENT, TRAINING, HABILITATION, HOUSING AND SUPPORT SERVICES.